Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Houlihan Financial Resource Group, Ltd.
- $241 Million
- Q2 2025
A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 217,744 shares of IBDS stock, worth $5.3 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
217,744
Previous 219,121
0.63%
Holding current value
$5.3 Million
Previous $5.3 Million
0.36%
% of portfolio
2.19%
Previous 2.38%
Shares
10 transactions
Others Institutions Holding IBDS
# of Institutions
419Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio